Investment Commentary

Biweekly Investment Bulletins

Monthly Market Commentary

  • JANUARY - Equity markets rise in December

    After a torrid year dominated by political tensions, global equity markets generally wound up 2016 in positive territory. Nevertheless, investors face substantial challenges in 2017 as Brexit negotiations continue, President Trump takes office, leading European countries hold key elections, and ques...

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  • DECEMBER - Politics dominate in November

    Corporate and economic announcements took a back seat during November as investor focused on political developments. Donald Trump’s unexpected victory in the US Presidential election supplanted Brexit as the principal topic of discussion; meanwhile, looking ahead, Europe may be in for a bumpy ride a...

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  • NOVEMBER - Sterling and US politics take centre stage in October

    Sterling fell to its lowest level against the US dollar for over 30 years during October amid ongoing speculation about the UK’s Brexit strategy. Elsewhere, US monetary policy took a back seat as the forthcoming US Presidential election garnered the limelight. The FTSE 100 Index reached a n...

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